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Customer experience | Sales, Customer Insights,...
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Display timeline on html popup page

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Posted on by 170

Hi 

 Since print functionality is not available in D365 unified interface. I thought to implement using HTML popup.

I was able to get all the data except the timeline data. Is there way to display the same timeline format on HTML page. 

Appreciated if you can suggest some other way to implement print functionality which will include timeline data.

Thank you in advance for help

Regards

Rupesh

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  • SergioMarques Profile Picture
    Microsoft Employee on at

    Hi Rupesh,

    I took a fiddler while refreshing the timeline page to see what requests were being made to collect that info.

    Seems like Dynamics makes 3 requests to collect the data, all inside a batch:

    (take into consideration I tested this in an account. You most likely will have to adjust to which entity you need to use)

    Request #1:

    /api/data/v9.0/activitypointers/Microsoft.Dynamics.CRM.RetrieveTimelineWallRecords(FetchXml=@xml,Target=@id,RollupType=@rollupType)?@id={'@odata.id':'accounts(<accountid>)'}&@xml='<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" returntotalrecordcount="false" page="1" count="10" no-lock="true"><entity name="activitypointer"><attribute name="subject"/><attribute name="activitytypecode"/><attribute name="statecode"/><attribute name="statuscode"/><attribute name="activityid"/><attribute name="description"/><attribute name="modifiedby"/><attribute name="ownerid"/><attribute name="allparties"/><attribute name="modifiedon"/><attribute name="scheduledstart"/><attribute name="createdby"/><attribute name="scheduledend"/><order attribute="modifiedon" descending="true"/><order attribute="activityid" descending="false"/><link-entity name="email" from="activityid" to="activityid" alias="email" link-type="outer"><attribute name="senton" alias="SentOn"/><attribute name="delayedemailsendtime" alias="DelayedemailSendTime"/><attribute name="lastopenedtime" alias="LastOpenedTime"/><attribute name="isemailfollowed" alias="IsEmailFollowed"/><attribute name="baseconversationindexhash" alias="BaseConversationIndexHash"/></link-entity><link-entity name="opportunityclose" from="activityid" to="activityid" alias="opportunityclose" link-type="outer"><attribute name="actualrevenue" alias="opportunityclose_actualrevenue"/></link-entity><link-entity name="phonecall" from="activityid" to="activityid" alias="phonecall" link-type="outer"><attribute name="directioncode" alias="phonecall_directioncode"/></link-entity><link-entity name="letter" from="activityid" to="activityid" alias="letter" link-type="outer"><attribute name="directioncode" alias="letter_directioncode"/></link-entity><link-entity name="fax" from="activityid" to="activityid" alias="fax" link-type="outer"><attribute name="directioncode" alias="fax_directioncode"/></link-entity><filter type="and"><condition attribute="activitytypecode" operator="in"><value>4201</value><value>4402</value><value>4206</value><value>4202</value><value>4204</value><value>4207</value><value>4208</value><value>4209</value><value>4210</value><value>4211</value><value>4251</value><value>4216</value><value>4212</value><value>10108</value><value>10347</value><value>10099</value><value>10100</value><value>10139</value><value>10356</value></condition></filter></entity></fetch>'&@rollupType=2

    Request #2:

    /api/data/v9.0/annotations?fetchXml=<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" returntotalrecordcount="false" page="1" count="10" no-lock="true"><entity name="annotation"><attribute name="annotationid"/><attribute name="subject"/><attribute name="notetext"/><attribute name="filename"/><attribute name="filesize"/><attribute name="isdocument"/><attribute name="createdby"/><attribute name="createdon"/><attribute name="modifiedby"/><attribute name="modifiedon"/><attribute name="mimetype"/><order attribute="modifiedon" descending="true"/><order attribute="annotationid" descending="false"/><link-entity name="systemuser" from="systemuserid" to="modifiedby" alias="systemuser" link-type="outer"><attribute name="entityimage_url"/><attribute name="systemuserid"/><attribute name="fullname"/></link-entity><filter type="and"><filter type="and"><condition attribute="objectid" operator="eq" value="<accountid>"/></filter></filter></entity></fetch> 

    Request #3:

    /api/data/v9.0/posts/Microsoft.Dynamics.CRM.RetrieveRecordWall(Entity=@tid,PageNumber=1,PageSize=10,CommentsPerPost=0,StartDate=null,EndDate=null,Type=null,Source=null,SortDirection=false)?@tid={'@odata.id':'accounts(<accountid>)'}

    Using an HTTP request in JS, you can mimic these and gather the same data that Dynamics is displaying in the timeline.

    Additionally, I would like to point out that you can use Word Templates for a similar effect as page print, as you can create and customize your word template and then print that page. More info here: https://docs.microsoft.com/en-us/power-platform/admin/using-word-templates-dynamics-365

    Finally, if its viable to you, you can always use the built-in browser capabiliities to print the displayed page (e.g. Chrome uses Ctrl+P) 

    Hope this information helps.

  • Rupesh Kumar Gupta Profile Picture
    170 on at

    Thank you for your response. I was able to get the note as I was looking for.

    I did not implement using word template because it directly download to the download folder. The customer might not like.

    Now I want to display all the related cases(Incident) it the grid on the html print page. I am not sure which API call I have to make. Can you please help me in this?

    Regards

  • SergioMarques Profile Picture
    Microsoft Employee on at

    Hi Rupesh,

    This is the request Dynamics is making to return the related incidents from a specific account. You can mimic the same request on your side:

    /api/data/v9.0/Rollup(Target=@Target,Query=@Query,RollupType=Microsoft.Dynamics.CRM.RollupType'Related')?@Target={"@odata.id":"accounts(<accountid>)"}&@Query={"@odata.type":"Microsoft.Dynamics.CRM.QueryExpression","Distinct":false,"NoLock":false,"PageInfo":{"PageNumber":1,"Count":50,"ReturnTotalRecordCount":true,"PagingCookie":null},"LinkEntities":[],"Criteria":{"FilterOperator":"And","FilterHint":null,"Conditions":[{"EntityName":"incident","AttributeName":"statecode","Operator":"Equal","Values":[{"Type":"System.Int32","Value":"0"}]}],"Filters":[],"IsQuickFindFilter":null},"Orders":[{"AttributeName":"title","OrderType":"Ascending"}],"EntityName":"incident","ColumnSet":{"AllColumns":false,"Columns":["entityimage_url","title","statecode","ticketnumber","createdon","incidentid","caseorigincode"]},"TopCount":null}

    Thank you.

  • Rupesh Kumar Gupta Profile Picture
    170 on at

    Thank you. I will implement referring your answer.

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